NCVO/BWB Trustee Conference 2018 sponsors and exhibitors

This year's NCVO/BWB Trustee Conference will take place on 5 November 2018.


The following organisations are our sponsors for this year's Trustee Conference.

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Bates Wells Braithwaite is a professional services firm, combining a top 100 legal practice with services in impact measurement, planning and strategy. BWB is widely recognised as having one of the leading charity and social enterprise legal teams in the UK.

BWB is also home to Get Legal, an online tool allowing charities on a budget to access tailor-made legal documents at a fraction of the cost of engaging a solicitor.

BWB is the first UK law firm to become a B Corporation, having been certified by the non-profit B Lab to meet rigorous standards of social and environmental performance, accountability, and transparency.

  • 020 7551 7777
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Media partner

Since 2013, Charity Digital News has been UK charities’ best source of news and insight into the tech trends shaping the third sector.

As the publishing arm of Tech Trust, Charity Digital News is dedicated to helping the full spectrum of UK-based charitable organisations make the most of new digital technology to save money, deliver the best possible services and accelerate their missions.

From innovative new charity campaigns, to practical advice and tips on maximising their online fundraising, to future-facing commentary from experts, all our content is free and online for charities.

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Lead sponsor

Ruffer is an active fund manager focused on generating positive returns for clients regardless of how the financial markets perform. Our approach to investing has proved appealing to charities of all sizes and our charity assets under management have grown steadily. We currently manage over £2.0 billion for more than 300 UK charities.

  • 020 7963 8100
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Zurich is one of the leading providers of risk and insurance solutions to Britain’s public services. Handling thousands of claims every year, we look after: UK Local Authorities, health services, educational establishments, charities and voluntary bodies and social housing associations.

We help deliver the risk management strategies, best practices and insurance cover you need to maximise the welfare of your communities whilst also improving your organisation’s resilience and ability to deliver transformational change.

For more information, please visit:


Drinks reception sponsor

As the UK’s first Interim Management provider and a leading Executive Search firm, Russam GMS is known for ensuring organisations makes the right strategic appointments. We believe in enabling organisations and individuals to thrive and given our depth of understanding of the sector, we give our clients the confidence to make the right strategic hires.

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Drinks reception sponsor

Trustees Unlimited, a rigorous and affordable way to recruit talented trustees, was established to help charities strengthen and enrich their boards as a joint venture between Russam GMS, National Council of Voluntary Organisations (NCVO) and Bates Wells Braithwaite. Since then we’ve worked with some of the world’s most renowned charities, putting us at the vanguard of trustee recruitment.

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Digital partner

The Phone Co-op is the only co-operative telecoms supplier in the UK.  A champion of fairness we provide cutting edge telecoms to businesses of any size, even in the most rural of areas.

Our calls are answered in 80 seconds or less from our office in Manchester and our teams are experts at finding the best telecoms solution for charities.

You may be eligible for our Enterprise Fund of £250, open to charities, co-ops and social enterprises.

Contact us:  

  • 01608 434 084
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The following exhibitors will be at this year's Trustee Conference.

Interested in exhibiting?Exhibition stands are booking up fast - find out how to book a stand for your organisation.

Action Planning Logo

'The answer’s yes – what’s the question?'

For 26 years Action Planning has been helping boards and chief executives lead with purpose, meeting diverse needs with insight, imagination and integrity. Our core services fall under the headings of governance and strategy, fundraising and marketing and people and practice, but we never know what we are going to be asked to do next! So if you have a problem or an opportunity and don’t know quite where to turn – ask us!

  • 01737 814758
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ATAMA, Part of the Academia Group, holds the highest levels of accreditation with major suppliers such as Apple, Adobe and HP, allowing them to provide NCVO members with discounted and affordable IT solutions and Support. Their in-house tech team is fully equipped to support members with their ISP, cloud hosting and support needs as well as provide free technology health checks for Charity organisations

Contact us

  • Telephone 0203 9292 300
  • Email This email address is being protected from spambots. You need JavaScript enabled to view it.
  • Web Atama Tec
  • Twitter @AtamaTechnology

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At Barclays, we understand that the financial needs of charities are as wide and varied as the organisations themselves, and recognise the challenges the sector is facing.

We have a long history of working in close partnership with charities, foundations and other non-profits who appreciate our comprehensive investment management services. We help charities invest responsibly for income generation, capital growth and capital preservation.

We have dedicated specialists and provide a holistic approach, always taking the time to truly understand your goals in order to help you navigate complex regulatory demands, while preserving and growing your assets.

Big Issue Invest

In 2005 Big Issue Invest was created to extend the group’s mission by financing the growth of sustainable social enterprises and charities across the UK. Since then it has invested in over 350 organisations and currently manages or advises on £170m of social funds. Created and driven by social entrepreneurs, for social entrepreneurs. Big Issue Invest is the world’s first ‘social merchant bank’.

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The Big Lottery Fund uses money raised by National Lottery players to help communities achieve their ambitions. From small, local projects to UK-wide initiatives, our funding brings people together to make a difference to their health, wellbeing and environment. Since June 2004 we have awarded £9 billion to projects that improve the lives of millions of people

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Charities Aid FoundationCharities Aid Foundation (CAF) is a charity, owner of CAF Bank and a champion for better giving.

For over 90 years, CAF has been providing the insight, advice, financial support and expertise to help charities make a bigger difference for the communities they serve. They offer access to a range of tailored services to help charities reach their potential, including banking and borrowing, savings and investments, strategic consultancy and grantmaking, fundraising tools, and l egacy programmes.

CAF leads Giving Tuesday – a global day of giving – in the UK, and deliver world-class research on giving trends, including UK Giving and the World Giving Index.

  • Phone: 03000 123 444
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  • Web:
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Charity Property Help (CPH) is a pro bono service designed to assist charities and voluntary organisations, by providing free support and guidance on all property matters in the UK.

Founded by the Return Foundation and managed by RICS, in partnership with the Charity Finance Group and the National Council for Voluntary Organisations.

Many charities and voluntary organisations need advice on property matters. CPH is designed to assist them manage their property assets more effectively by providing a minimum of a one hour consultation with an RICS Regulated firm free of charge.

Visit to register today.

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As one of the UK’s leading wealth managers providing a truly bespoke discretionary investment management service to our clients, Charles Stanley manages over £1.5bn* on behalf of over 800* charity clients. With over 20 offices across the UK, our Charity Team can offer a genuinely local service.

Above all it is the personal relationship which the investment manager and their team have with each charity that really sets us apart. You will benefit from policy guidance, ethical expertise, charity seminars and trustee training as well as thought leadership through our bi-annual Charity magazine, ‘InFocus’.

For those who prefer a more centralised investment approach, we also offer a low cost Dynamic Passive solution via our Asset Management division.  

*as at 30 June 2018

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Connect Assist is a social business created by a charity based in South Wales. We deliver multi-channel helplines, integrated technology solutions and consultancy to a range of not-for-profit and public sector organisations.

Our social mission is expressed in three key areas:

  • our commitment to improving people’s lives and working to improve the effectiveness of the charity and public sectors
  • a strong commitment to equal opportunities
  • protecting the environment.

The principal activities of Connect Assist are:

  • delivering multi-channel helplines 24x7
  • digital service solutions, and;
  • consultancy.

Disclosure Services have been providing DBS Criminal Record Checks since 2002. We offer Disclosure & Barring Service (DBS), AccessNI and Disclosure Scotland PVG Scheme Membership, Basic, Standard & Enhanced level checks.

Disclosure Services use a suite of tools for fast, accurate applications, real-time application tracking, MI reporting and more. Our friendly, experienced team support a broad range of clients across private, public, charitable and not-for-profit organisations.

Our primary goal is to support our clients with timely, accurate information and an expert personal service.

NCVO members benefit from up to 40% savings on Disclosure Services regular admin fees.

For more information call 01978 510100 or submit an enquiry here

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The Disclosure and Barring Service (DBS) helps employers make safer recruitment decisions and prevent unsuitable people from working with vulnerable groups, including children. It replaced the Criminal Records Bureau (CRB) and Independent Safeguarding Authority (ISA) in 2012.

We are responsible for:

  • processing requests for criminal records checks (DBS checks)
  • deciding whether it is appropriate for a person to be placed on or removed from the children’s barred list and adults’ barred list for England, Wales and Northern Ireland.

Further information - barring:

  • Helpline: 01325 953795
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Further information - disclosure:

  • Customer services: 03000 200 190
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EdenTree Investment Management - Profit with Principles.

We are an ethical investment manager with a charity investment service that is designed to achieve your organisation's primary needs: capital preservation, sustainable income, liquidity and excellent client servicing, which also considers your mission and reputation.

We believe that a company’s business activity, its environmental and community impact, and the way it interacts with its stakeholders can all positively contribute to investment returns and so considering these factors is integral to our investment process.

EdenTree Investment Management Ltd is authorised and regulated by the Financial Conduct Authority and is a member of the Investment Association.

  • 0800 032 3778
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eShare improves the way leaders run their organisations by creating governance software that is easy to use.

Our software helps boards and leadership make better decisions, more honestly and get more done. Our knowledge of regulated industries means we understand the security, compliance and accountability requirements of our clients. We advise and partner with our clients to ensure our software suits their requirements, and we fully support them with the set up, training and on going customer service. In turn, we listen to our clients’ needs to continually improve our software.

Clients include YMCA, LHA London, Guy’s and St. Thomas’ Charity, and Barnados.

To find out more visit:

Fundraising Regulator

The Fundraising Regulator is the independent voluntary regulator of charitable fundraising in England, Wales and Northern Ireland. Launched in July 2016, we maintain and uphold the standards set out in the Code of Fundraising Practice and its associated rulebooks for face-to-face fundraising. We are also responsible for the operation of the Fundraising Preference Service, giving the public more control over the communication they receive from charities.

We constantly aim to work with charities and representative bodies to improve public trust and confidence in the sector by producing guidance, improving fundraising standards and handling public complaints effectively. 

  • 0300 999 3407
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Good Exchange logo

The Good Exchange's online platform automatically brings together and matches organisations or individuals with money to give with the causes that need it most. Charities and Community Groups can apply for funds via The Good Exchange’s single, on-line application process, cutting the time wasted making grant applications and increasing the chance of success.

Grant-makers & donors can see which charities and community groups are looking for money and work collaboratively to deliver a measurable impact on social problems and build community engagement. Match funding motivates the public to fundraise for their favourite good causes.

 HR Services Partnership

From ad hoc queries, to a fully outsourced HR department, HRSP provides not-for-profits with quality HR services at a reasonable price and complete flexibility.

Whether you want to double-check on your TUPE obligations, or need a sounding board to manage a poor performer, our qualified consultants have the sector experience to help you navigate and mitigate risk.

Our clients value our knowledge of the sector and our practical approach. We are proud to:

  • be an NCVO trusted supplier
  • provide a dedicated consultant to every client
  • employ only CIPD qualified consultants
  • have Investors in People Accreditation

Contact us:

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Searching for experienced volunteers? Work for a charity or have clients in the sector? The Institute of Chartered Accountants in England and Wales (ICAEW) can help. is completely free to search or post volunteer opportunities, or find volunteers with specialist finance and business skills.

ICAEW’s Charity and Voluntary Community also offers:

  • Professional Liability Insurance (covering trustee and volunteer activity, or when providing pro bono finance services)
  • bi-monthly newsletters sharing the latest news, opinion, and resources
  • dedicated e-library
  • discounts on training and sector events
  • helpsheets and resources on charity accounting, taxation and governance


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Lucas Fettes is an independently owned financial planning and employee benefit advisory practice. We help NCVO members with their workplace pension provision and can provide Death in Service cover from as little as £2 per month per employee. We also provide advice and solutions to help trustees manage their assets and to insure against the loss of key people.

  • 0345 357 8910
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The National Cyber Security Centre (NCSC) is the UK Government’s technical authority on cyber security and was set up to understand the cyber threats to the UK, provide guidance to organisations and respond to significant cyber incidents. Its vision is to help make the UK the safest place to live and work online. The NCSC’s Charity Team will be on hand at this year’s conference to share tailored guidance for charities, introduce the new Board Toolkit launching later this year and answer your questions about cyber security and protecting your charity’s assets.

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The Roundhouse is a hub of inspiration where artists and emerging talent create extraordinary work and where young people can grow creatively as individuals. We believe in the power of creativity to transform lives. Everything we do at Roundhouse is focused on inspiring all young people to reach further, dream bigger, and achieve more. Especially those from backgrounds that can feel limiting – or even hopeless.

Contact us at: This email address is being protected from spambots. You need JavaScript enabled to view it.


Sarasin & Partners are a leading manager of charity portfolios, managing £6.3billion* for over 410* discretionary clients, representing over 45% of our £13.8 billion* assets under management.

We offer bespoke investment solutions: via segregated portfolios, single asset class funds or through our range of Charity Authorised Investment Funds. With over 20 years’ experience, we have established a reputation for consistent investment performance and high-quality reporting.

Our ‘Compendium of Investment’ forms the basis for our trustee training programme; we have trained over 4.500 trustees and permanent officers throughout the UK and Ireland.

For further details please contact John Handford on 020 7038 7268 or This email address is being protected from spambots. You need JavaScript enabled to view it..

*as at 30/06/18

 sayer vincent

Sayer Vincent is an award-winning audit and advisory firm with a social purpose. Established over 30 years ago, we provide a full range of audit, assurance, tax and consultancy services targeted exclusively at charities and other social purpose organisations. We have in-depth knowledge of the issues you face and can provide trustees and managers with practical support through our tailored services.

Contact us:

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The School for Social Entrepreneurs offer a range of training courses designed specifically for charities, social enterprises, and public sector organisations. Whether it's finding funding, measuring your social impact, or making sense of social investment, our courses will cut through the jargon and present each topic clearly and simply. We work hard to make sure our courses are practical, hands-on, and engaging. You’ll be able to apply what you learn to your own organisation straight away.

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Utility Aid are the largest energy broker for the not-for-profit sector in the UK. Dedicated to ethical energy provision and working in a way that is fair for all. They were awarded Most Trusted Energy Consultancy in the UK 2018.

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Waverton is an award-winning discretionary investment management firm providing high quality investment portfolios that are directly invested, actively managed and truly global.

We have looked after charities since our inception and recognise how to manage charitable investment assets in a prudent, pragmatic and flexible way. Our dedicated charities team understands the demanding and accountable environment in which charities operate, and take time to understand each client’s unique set of priorities in order to provide bespoke investment solutions and a highly personalised client service.

For further information, please contact Emma Robertson on 020 7484 2065.

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